Oakbridge Insurance
Personal Lines Account Manager - Fort Walton Beach, FL
Oakbridge Insurance, Fort Walton Beach, Florida, us, 32549
Personal Lines Account Manager - Fort Walton Beach, FL
Join to apply for the
Personal Lines Account Manager - Fort Walton Beach, FL
role at
Oakbridge Insurance Personal Lines Account Manager - Fort Walton Beach, FL
4 days ago Be among the first 25 applicants Join to apply for the
Personal Lines Account Manager - Fort Walton Beach, FL
role at
Oakbridge Insurance Get AI-powered advice on this job and more exclusive features. Deeply Rooted to Serve
Deeply Rooted to Serve
Guided by our mission and values, the Personal Lines Account Manager is responsible for managing existing personal lines accounts and supporting new business efforts. This role plays a key part in delivering prompt, high-quality service and developing lasting relationships with our clients.
Work Performed
Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals, and mid-term changes Provide exceptional service to existing clients while supporting growth through inside/outside referrals Assist with coverage placement, risk evaluation, and recommending updates based on client needs Prepare and process policy documents including binders, ID cards, EOPs, and insurance summaries Handle client billing needs- invoice processing, reconciliation, and follow-up on outstanding items Answer incoming calls, greet walk-ins, and provide general support in a client-facing capacity Participate in client and carrier meetings as needed
Job Requirements
Excellent customer service, written, and verbal communication skills Strong organization and time management abilities Comfortable working both independently and within a team Proactive problem-solving and critical thinking skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Preferred Education/ Experience
Active Property & Casualty Insurance License (required) 2-3 years' experience with personal lines insurance is preferred, but not required Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus Understanding of agency workflows and procedures
About Us
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.
For More Information Visit Our Website
Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Oakbridge Insurance by 2x Sign in to set job alerts for “Personal Line Account Manager” roles.
Customer Relations Representative - State Farm Agent Team Member
Fort Walton Beach, FL $60,000.00-$90,000.00 5 months ago Santa Rosa 10 Floor Staff Looking For Closing Availabilities! Benefits Include FREE MOVIES/50% Concession Discount!
Santa Rosa 10 Floor Staff Looking For Closing Availabilities! Benefits Include FREE MOVIES/50% Concession Discount!
Eglin Air Force Base, FL $15.00-$15.00 4 months ago Customer Service Representative - State Farm Agent Team Member
Fort Walton Beach, FL $40,000.00-$55,000.00 1 year ago Eglin Air Force Base, FL $17.00-$17.00 2 months ago Seasonal Front Desk Specialist at TOPSL Resort
Fort Walton Beach, FL $15.00-$28.00 1 day ago Outbound Call Center Data Collection Agent
Replenishment 1 Overnight Sunday Night to Monday Morning
Fort Walton Beach, FL $16.00-$23.00 1 day ago Fort Walton Beach, FL $13.00-$14.00 2 weeks ago Fort Walton Beach, FL $13.00-$13.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Personal Lines Account Manager - Fort Walton Beach, FL
role at
Oakbridge Insurance Personal Lines Account Manager - Fort Walton Beach, FL
4 days ago Be among the first 25 applicants Join to apply for the
Personal Lines Account Manager - Fort Walton Beach, FL
role at
Oakbridge Insurance Get AI-powered advice on this job and more exclusive features. Deeply Rooted to Serve
Deeply Rooted to Serve
Guided by our mission and values, the Personal Lines Account Manager is responsible for managing existing personal lines accounts and supporting new business efforts. This role plays a key part in delivering prompt, high-quality service and developing lasting relationships with our clients.
Work Performed
Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals, and mid-term changes Provide exceptional service to existing clients while supporting growth through inside/outside referrals Assist with coverage placement, risk evaluation, and recommending updates based on client needs Prepare and process policy documents including binders, ID cards, EOPs, and insurance summaries Handle client billing needs- invoice processing, reconciliation, and follow-up on outstanding items Answer incoming calls, greet walk-ins, and provide general support in a client-facing capacity Participate in client and carrier meetings as needed
Job Requirements
Excellent customer service, written, and verbal communication skills Strong organization and time management abilities Comfortable working both independently and within a team Proactive problem-solving and critical thinking skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Preferred Education/ Experience
Active Property & Casualty Insurance License (required) 2-3 years' experience with personal lines insurance is preferred, but not required Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus Understanding of agency workflows and procedures
About Us
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.
For More Information Visit Our Website
Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Oakbridge Insurance by 2x Sign in to set job alerts for “Personal Line Account Manager” roles.
Customer Relations Representative - State Farm Agent Team Member
Fort Walton Beach, FL $60,000.00-$90,000.00 5 months ago Santa Rosa 10 Floor Staff Looking For Closing Availabilities! Benefits Include FREE MOVIES/50% Concession Discount!
Santa Rosa 10 Floor Staff Looking For Closing Availabilities! Benefits Include FREE MOVIES/50% Concession Discount!
Eglin Air Force Base, FL $15.00-$15.00 4 months ago Customer Service Representative - State Farm Agent Team Member
Fort Walton Beach, FL $40,000.00-$55,000.00 1 year ago Eglin Air Force Base, FL $17.00-$17.00 2 months ago Seasonal Front Desk Specialist at TOPSL Resort
Fort Walton Beach, FL $15.00-$28.00 1 day ago Outbound Call Center Data Collection Agent
Replenishment 1 Overnight Sunday Night to Monday Morning
Fort Walton Beach, FL $16.00-$23.00 1 day ago Fort Walton Beach, FL $13.00-$14.00 2 weeks ago Fort Walton Beach, FL $13.00-$13.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr